Items Tagged With ESLR

How to Turn The Polysilicon Supply Problem Into a Profitable Solution (Part 1)
Written By: Eben Esterhuizen
2007-10-15 00:28:12

Photo:bibliogrrl, Creative Commons, Flickr
It looks like the glass is always half full at chip equipment giant Applied Materials (AMAT - Last trade $21.04). The company's Chief Technology Officer, Winfried Hoffmann, said in a recent Reuters interview that he expects tight supplies of polysilicon, a key component in solar cell production, to ease from this year. He projects that the market for solar power will grow by 25%-30% over the next 3-5 years due to the lower costs associated with expanded polysilicon supplies.

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Short and Sweet: Turn the Solar Short Seller's Pain Into Your Gain
Written By: Eben Esterhuizen
2007-07-06 01:35:02
Let's assume for a moment that we had it wrong. Since we started covering solar stocks at The Panelist, we've been working with the assumption that solar valuations appear stretched. Love him or hate him, Mad Money host Jim Cramer also added his voice to the emerging consensus that solar valuations have gone too far.

Despite these high valuations, I still believe that there are opportunities to make money in this sector due to the lack of consensus on when the polysilicon shortage will end. Let's say that solar valuations are justified at current levels. If that is the case, short sellers are in for some pain. This article is about how you can turn the short seller's pain into profit.

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Solar Credit Crunch: Buy When There's Blood on the Streets (Part 1)
Written By: Eben Esterhuizen
2007-08-22 03:02:00
It finally happened! On Friday the Fed cut its discount rate - what it charges banks for direct loans - by 0.5% to 5.75%, in an effort to increase liquidity in longer-term loans and bonds. But Bernanke-bashing is alive and well, and there is a choir of analysts saying that Bernanke has gone soft on inflation. The Fed walks a fine line between acknowledging a problem and offering relief without saying anything that might spook investors further.

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Sustainability to Drive Innovation
Written By: Mark Bershatsky
2007-06-14 21:28:50
So far, The Panelist has hit home on a few of the underlying benefits of exhibiting sustainability within the private sector, as well as shown how select corporations have taken the lead in raising the bar.

Successfully integrating sustainability practices within a company's business practices can simultaneously increase revenue and reduce operating costs, hence increasing the bottom line. But can sustainability actually be used as a crutch to spur innovation? From the bottom up, can a company base its own business model on promoting sustainability?

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U.S. Solar vs. Chinese Solar
Written By: Eben Esterhuizen
2007-09-14 01:54:08
Yesterday, the World Bank said that China has the capacity to absorb the impact of the recent international financial market turmoil if it spreads to its robust economy. "Even if the financial crisis brings about a global economic slowdown, it will help China to adjust its pace of economic development," said Louis Kuijs, senior economist for World Bank's China office. Will Chinese solar stocks benefit from this momentum?

Photo:d'n'c', Creative Commons, Flickr

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